AFMC vs JEPQ

AAFMC

BJEPQ

Measures won3–2AFMC wins · of 6 · 5Y

$10,000 · 5Y$16,056AFMC

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−8.2%AFMC · worst fall in 1Y

Held in common0.0%AFMC and JEPQ

AFMC

JEPQ

First Trust Active Factor Mid Cap ETF · $252MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+20.4%3 years · per year$17,450 · $16,284+17.6%

+9.9%5 years · per year$16,056 · […][…]

0.68%Expense ratio$68 · $35 on $10k · lower wins0.35%

0.70%12-mo yield$70 · $1,245 on $10k12.45%

−8.2%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk		0.68%	0.70%	0.0%	+17.5%	+20.7%	+20.4%	+9.9%	−8.2%	$252M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk		0.68%	0.70%	0.0%	+17.5%	+20.7%	+20.4%	+9.9%	−8.2%	$252M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFMC vs JEPQ

AFMC

First Trust Active Factor Mid Cap

$16,056

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAFMCJEPQ

Fee0.68%0.35%

Cost on $10k a year$68$35

Yield0.70%12.45%

5 years, per year+9.9%[…]

3 years, per year+20.4%+17.6%

Worst drop · 1Y−8.2%−11.5%

Volatility · 1Y15.0%

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AFMC vs JEPQ

Both

Both

$10,000 in AFMC, JEPQ

Overlap: AFMC, JEPQ

AFMC vs JEPQ

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Overlap: AFMC, JEPQ

Income After Fees on $10,000